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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Other fees; Direct payment from the p... | $53,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,977 | $25,723+28.2% | $69,182-52.3% | $55,167-40.2% |
| Participation rate | 65.7% | 39.4%+26.3pp | 55.1%+10.6pp | 69.0%-3.3pp |
| Annual return | 7.99% | 9.56%-1.6pp | -21.93%+29.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,341 | $480+179.1% | $1,206+11.2% | $1,963-31.7% |
| Participant deferral / active EE | $2,193 | $963+127.7% | $1,897+15.6% | $3,054-28.2% |
| Admin fee / account holder | $184 | $365-49.5% | $2,697-93.2% | $504-63.4% |